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Sheets Smith Wealth Management’s Oneok OKE Stock Holding History

Sheets Smith Wealth Management’s Portfolio OKE Stock Details OKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.03M Sell
23,399
-116
-0.5% -$10.2K 0.2% 104
2026
Q1 		$2.13M Buy
23,515
+5
+0% +$412 0.24% 100
2025
Q4 		$1.73M Buy
23,510
+854
+4% +$60.5K 0.19% 112
2025
Q3 		$1.65M Buy
22,656
+424
+2% +$32.5K 0.19% 115
2025
Q2 		$1.81M Buy
22,232
+106
+0.5% +$8.84K 0.21% 102
2025
Q1 		$2.2M Sell
22,126
-16
-0.1% -$1.59K 0.27% 84
2024
Q4 		$2.22M Buy
22,142
+38
+0.2% +$3.89K 0.27% 88
2024
Q3 		$2.01M Sell
22,104
-29,783
-57% -$2.59M 0.25% 99
2024
Q2 		$4.23M Sell
51,887
-312
-0.6% -$24.9K 0.51% 52
2024
Q1 		$4.18M Buy
52,199
+139
+0.3% +$10.1K 0.47% 54
2023
Q4 		$3.66M Buy
52,060
+414
+0.8% +$27.7K 0.52% 51
2023
Q3 		$3.28M Buy
51,646
+20,535
+66% +$1.34M 0.5% 53
2023
Q2 		$1.92M Buy
31,111
+579
+2% +$35.8K 0.28% 87
2023
Q1 		$1.94M Buy
30,532
+23
+0.1% +$1.53K 0.3% 82
2022
Q4 		$2M Buy
30,509
+24
+0.1% +$1.48K 0.31% 79
2022
Q3 		$1.56M Buy
30,485
+90
+0.3% +$5.35K 0.26% 91
2022
Q2 		$1.69M Buy
30,395
+347
+1% +$22.5K 0.28% 85
2022
Q1 		$2.12M Buy
30,048
+248
+0.8% +$15.9K 0.29% 81
2021
Q4 		$1.75M Buy
29,800
+30
+0.1% +$1.86K 0.22% 108
2021
Q3 		$1.73M Buy
29,770
+4
+0% +$215 0.23% 110
2021
Q2 		$1.66M Hold
29,766
– – 0.22% 111
2021
Q1 		$1.51M Buy
29,766
+165
+0.6% +$7.5K 0.22% 111
2020
Q4 		$1.14M Hold
29,601
– – 0.17% 124
2020
Q3 		$769K Buy
29,601
+50
+0.2% +$1.39K 0.13% 142
2020
Q2 		$982K Sell
29,551
-28,000
-49% -$912K 0.2% 106
2020
Q1 		$1.25M Buy
+57,551
New +$3.51M 0.26% 92

Other funds holding OKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Sheets Smith Wealth Management's OKE Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its Oneok (OKE) stake by 0.49% in Q2 2026, selling an estimated $10.2K and leaving 23,399 shares worth $2.03M. The position accounts for 0.2% of the portfolio, ranked #104.

Sheets Smith Wealth Management first reported a position in OKE in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.23M in Q2 2024. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Sheets Smith Wealth Management held 23,399 shares of Oneok worth $2.03M as of Q2 2026.
  • Sheets Smith Wealth Management sold 116 Oneok shares in Q2 2026, an estimated $10.2K.
  • Oneok made up 0.2% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #104 holding.
  • Sheets Smith Wealth Management first reported a position in Oneok in Q1 2020 and has held it in 26 quarters since.
  • Sheets Smith Wealth Management's Oneok position peaked at $4.23M in Q2 2024.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.